401(k) · DOL Form 5500 · 2024

University of Arizona Foundation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 140
Participants Small participant base: 58th
Percentile by assets National rank: $80,981
Avg per participant Below avg balance/head

Official DOL plan name: The University of Arizona Foundation 401(k) Plan · Sponsored by University of Arizona Foundation · Arizona · Educational Services

$11M in assets, 140 participants

University of Arizona Foundation's The University of Arizona Foundation 401(k) Plan reported $11M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#1,508 in Educational Services (3,638 peers)

Coverage in Arizona

The University of Arizona Foundation 401(k) Plan covers 140 participants in Arizona, about 25% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#1,508
in Educational Services (3,638 peers): +25.8%
assets growth YoY

The University of Arizona Foundation 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The University of Arizona Foundation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,337,375 Top 42% higher than 58% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The University of Arizona Foundation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Arizona Foundation 401(k) Plan sits mid-pack in the medium band (140 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 866050388 · University of Arizona Foundation PY 2024 · 401(k)

The University of Arizona Foundation 401(k) Plan · $11M · 140 · 58th

IND $11M
IND 140
IND 58th
IND 401(k)
IND near Westlie Motor Company 401(k) Profit Sharing Plan
IND ind #1508

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among The University of Arizona Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	866050388
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The University of Arizona Foundation 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare The University of Arizona Foundation 401(k) Plan side-by-side with 3 peers →

The University of Arizona Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Westlie Motor Company 401(k) Profit Sharing Plan in ND ($11M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Westlie Motor Company 401(k) Profit Sharing Plan (ND) $11M · 188
Advantage Companies 401(k) Plan (NY) $11M · 214
Avant Communications LLC 401(k) Plan (IL) $11M · 194
Cancer Care, Inc. Defined Contribution Plan (NY) $11M · 104

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The University of Arizona Foundation 401(k) Plan assets move in 2024? ▼

The University of Arizona Foundation 401(k) Plan grew sharply - up 25.8% during 2024, from $9M to $11M. Reported net income was $2M.

Which 401(k) plans are similar in size to The University of Arizona Foundation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Westlie Motor Company 401(k) Profit Sharing Plan in ND ($11M, 188 participants).

Which 401(k) plans cover a similar participant headcount to The University of Arizona Foundation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 866050388.